See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $57,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,553 | $89,652+35.6% | $141,162-13.9% | $65,185+86.5% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.8pp | 70.2%+26.0pp |
| Annual return | 24.96% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $3,962 | $3,065+29.3% | $4,735-16.3% | $2,177+82.0% |
| Participant deferral / active EE | $9,739 | $5,691+71.1% | $6,709+45.2% | $3,514+177.2% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |